Rasmr explains why having copy traders is ruining his trading "The copy traders literally ruin my trading. It makes trading 20x harder. If I want to buy $20k of a coin and it's a lower market cap, I put $5k and that first $5k slips the chart to smithereens. Then I want to DCA later and my entry's already destroyed. How am I supposed to build a position?" "It gets even worse on the sell side. If I sell $5k of my $50k position, everyone sees it, they all panic sell, and the coin dumps. How is that good for me? Where's the advantage? I'm doing it to build my fomo aura, but it unequivocally makes trading more difficult."

Threadguy explains why fake luxury goods prove crypto is the only real ownership left "You walk around New York City and there's infinite fake Goyard everywhere, bags, backpacks, purses, wallets, mass produced unlike anything you've ever seen. And it's gotten so bad that if I see somebody with a Goyard bag, I automatically think why are you wearing a fake bag, not oh that thing is fresh. It's the same thing that happened with Mutant Apes when every scam bot fishing account was wearing a Mutant Ape pfp. You started associating the whole thing with scammer even though the real ones were a hundred grand." "And so you ask yourself what's the trade. And to me the trade is longing digital assets and things that are unvampable. It puts a serious premium on verifiable ownership assets, i.e. CryptoPunks. The real bags don't become more valuable, you just assume they're all fake, and there's nothing you can really do about it."

Mando explains why the VC favored coins crushed everything this cycle "What everyone thinks is the consensus rally, whether it's a meme or an L1, ends up either getting vamped or something else outperforms it. All the institutional coins, all the ones the liquid funds and VC funds bought during the bear, those have been the winners. Zcash, HYPE, VVV, even NEAR, every single one of those VC favored coins has been the best movers over the last two months." "PUMP will fall at the faintest whiff of something going wrong, whereas these other guys clearly have a bid. Institutions have come back and decided these are the coins they want to own, and they're barely dipping 10% while everything else dips 30-40%. I wouldn't fade that, those are going to be the strongest coins."

Mando reveals sitting in Solana doing nothing was his best trade last cycle "I sat in Solana from $30 to about $140 in decent size, put $1.5M in staked on Kraken and just came back to it. It was actually one of my best trades ever, doing literally nothing. It just sat there, I didn't even think about it." "The rest of the money I put into tons of different things, levered JLP, some memecoins, tried to do crazy stuff with it, but the risk reward was just so much better to just be in Solana. And the most money you will hear made this cycle, I'm telling you, will be from people who own Zcash. There will be crazy stories, I've seen mid 8 figures already."

Threadguy explains why nobody is giving altcoins the respect they deserve for how high they can go "I think the targets for Hyperliquid, Zcash, Venice, Lighter, maybe Pump, are unfathomably high. They're ridiculously high and I don't think anyone really appreciates how crazy it can get because again it's a cycle where there's only a few things to buy and the few things to buy are really good." "It's been 4 or 5 years since a non-meme altcoin has rerated what you thought was possible for how high a coin can go. 2024 it was only the memes. 2023 nothing. 2022 NFTs. You have to go back to 2021 and the L1 trade to find the last time an altcoin that isn't a meme coin just completely shattered expectations. There's way too many HYPE to $150 takes and not nearly enough HYPE to $500. Way too much Venice to $40 and not enough Venice to $200. I don't think these alts are getting respected enough for how stupidly high they can go."

Rasmr reveals the "plumber coin" strategy that's absolutely printing on Robinhood chain "There's this old cryptocurrency called Ethereum, and back during Ethereum they didn't sell. They held and they believed in what they were buying, which is weird, right? A lot of these Ethereum people are now lurking on Robinhood chain and in the STONK ecosystem, but they still think that way, they still think holding is good." "You could take advantage of these plumbers the same way you take candy from a baby. You buy the plumber coins, see what they're holding, and be willing to sell more than they are. Buy a little bit after them, ride before them, and sell on their head before they do. That's ball knowledge right there."

Rasmr explains the "Illuminati coin" strategy for the Robinhood ecosystem "The Robinhood coins you want to bid are the Illuminati coins. You look at a coin, you say what the fuck, how is it that high? It's because the Illuminati bought it, they have all the supply, and they don't sell. That's the type of coin you want to get in the Robinhood ecosystem." "You've got to look at what coins Jeffrey Epstein would be bidding and think about buying those coins on the Robinhood chain. If you think Jeffrey Epstein and his cabal of cronies are in a coin, that's the type of people in that coin, you've got to buy it, because they're just not gonna sell."

Threadguy explains why Fooled by Randomness is the worst book he's ever read "Fooled by Randomness is my least favorite book I've ever read in my entire life. There's this category of trader that drives me crazy, these hyper-intellectualizing guys who try to justify why every single thing moves any direction, and Nassim Taleb is just perpetually hating on everyone making money because he believes his method is more Lindy. His whole bit is that in 99 out of 100 lifetimes he wouldn't blow up, but he just happened to live in the one reality where he's not rich. It's 500 pages of seething cope." "Mando said something to me that actually changed my life. He was like, you know you can just be in the best coin all the time, you can just always be in the thing that's going up, you don't have to DCA down. Zcash has gone from $500 to $1400, why wouldn't you just buy some at some point? You can rage at it and how it doesn't fit your risk management profile, or you could just buy some."

Threadguy explains how every zoomer under 25 just snap-call gets crypto now "I'm sitting at dinner next to this really talented 20 year old, he works at a crypto company, he's been there 2 months, he's not a crypto guy, he was not buying NFTs in 2021. But he just gets it, he's trading on-chain, he's banked 5 figures, no hesitation, fully gets it. In 2021 trying to explain crypto to my peers was like speaking a foreign language, it made no sense. Now every person sub 25, even if they've never touched crypto, they just off rip snap-call get it." "The bottom half of zoomers, the younger half, they're the Fortnite Roblox generation that grew up on this stuff. There's no longer going to be onboarding into crypto, it's not going to require conscious thought, they just get it. They understand coins the way they understand Fortnite skins. It just makes sense, it's not a thing you have to think about."

Threadguy explains why he left the US Open after 20 minutes because a coin started pumping "We bought these retardedly expensive tickets, we're sitting really close at the US Open watching Alcaraz, and we've been there maybe 15 minutes. Tennis is supposed to be silent, you're not supposed to talk. And then all of a sudden Rasmr's just like 'OH MY GOD'. He starts freaking out. I look over at his phone and AMC is just candling, it's dead silent in this arena by the way. The only thing you can hear is like Alcaraz moaning while hitting the ball. Then Elliot's calling him, his phone is ringing in this silent arena, everyone's looking at us." "Boom. Vlad followed AMC. Now we're all freaking out. The first set isn't even over, we're 30 minutes into the game, and I'm like guys what do we do? And they're like, we have to leave. I'm like no, we spent so much money on these tickets, we cannot leave. They're like, we're leaving. So we basically sprinted out of the US Open and went home. I bought no coins. I did nothing. But we left."

Rasmr tells the full story of how he hit the biggest trade of his life "I was hanging out chilling, reading my discord, and this guy Prod Chris sends the Vlad tweet and a coin called CINEMA paired to AMC. I immediately knew it was a god narrative. I slammed CINEMA, then saw the vamp catching bids called AMC, got both, joined VC, and everyone kept saying AMC is going to win. So I sold CINEMA and just slammed AMC, put 50 bands in, and an hour later I had $1.2 million in my account." "I woke up the next morning, walked with Malcolm, and the first thing I said to him was I think I sold too much AMC. So I bought back $200k. Then I went to the US Open, watching Alcaraz put on a clinic, and halfway through the match I got a call, Vlad followed AMC. I looked at Malcolm, dapped him up, said we did it bro, and we left the match. 5 years I've been logging on, and I've never seen a P&L this high in my life. And I haven't closed it. It's unrealized."

Threadguy on why Zcash is the All-In podcast coin for Silicon Valley billionaires afraid of surveillance "Zcash solidified itself with this buyer base of diehards that have nothing to do with bitcoin. It's sort of a tech adjacent, Silicon Valley adjacent, rich, lot of wealth, afraid of surveillance. Balaji being one of them, Chamath being one of them. To me it's the All-In podcast coin. Billionaire guys that have 9 figures to just fuck it, I'll put it in the private money." "The socialist drum is being pounded to the max right now. AOC odds #1# in the Democratic Party. Flock cameras take over the world. At the same time Bitcoin has gone max Trump admin proxy and institutionalized. And Zcash has this mythos, it's ironclad, hack resistant, it's just Lindy. It breaks a thousand and it's gone."

Threadguy explains why Bessent has backed the Fed into a corner where both options end in chaos "Oil is going parabolic, inflation has been over the Fed's 2% target for 65 months straight, we're fully at war, and what Waller is probably supposed to do is hike. But the problem is Bessent basically backed himself into a corner and said, if you hike, we're both fucked. If you do nothing, just you're fucked. Pick one." "And so if Waller doesn't hike, the market goes crazy because nobody can take him seriously, he's been talking this hawkish game the whole time. If he does hike, we're both fucked. FOMC is electric again, no one has any idea what's going to happen, and there hasn't been a Fed meeting that actually mattered since 2022. Every single one of them matters now."

Threadguy tells the full Bonk Guy redemption arc "Early 2024 Bonk Guy was the truth. He posted an 8 figure Bonk long, kicked off the craziest bull market of all time, rolled it into USELESS coin from zero to $500M, printed millionaires, was basically the face of on-chain for the craziest cycle ever. Then the whole thing collapses, he gets liquidated, and the whole way down he's shilling coins and he basically just became the laughing stock of CT. He went from hero to meme. I dunked on him on stream, I used to laugh at some of his theses." "From the depths of the ashes he just didn't stop. Best guy in the world to worst guy in the world, just kept posting, kept trading, gets on fomo in public again and runs it back in everyone's face. To not get run out of town when the mob turns on you is brutal, and he ran it back turbo with the same playbook, the same guy, and even the same coin. It's one of the most impressive runs I've ever seen in 6 or 7 years in crypto."

Rowdy explains why he never chases a meta he missed "I have a rule in trading where if I miss the main runner or the trade, I really try to restrict myself from overtrading and just burning money chasing. I catch myself and say hey, reposition for the next narrative because there will always be a next one. I'm comfortable just being like okay, I'm going to wait, and I'll catch it." "A lot of people try to chase trades in this market and just get burned doing it. Composure is a big thing. I'm not fudding, I'm just simply saying I'm not trading the token because I think there are going to be better trades in the future. You can't play really perfect, but I'm always trying to find the next trade before it's the consensus trade."

Threadguy explains why the GoPro stock halt is exactly why cryptocurrency wins "People are asking why they can't buy GoPro anymore. That's called a halt, for the next 30 minutes you're not allowed to trade. If that radicalizes you and you think that's bullshit, let me introduce you to something called the blockchain. When an asset is on the blockchain they can't halt it. They can block the front end, they can take Hyperliquid down, they can ban Metamask, but the asset exists on a public immutable ledger for everybody to see and transact with, and unless the electrical grid goes down you can trade it." "So if that radicalizes you and you just bought a stock for the first time and it was GoPro and you should be up a lot but you can't sell because they halted it, let me introduce you to cryptocurrency brother. Welcome to the rest of your fucking life."

Rasmr reveals how social trading killed the entire larp economy "A lot of these KOLs last cycle were just frauds. They were taking allos, getting supply of a shitcoin and shilling into their followers. They didn't hit trades, they were just larping with anime PFPs. Those same people were telling me I don't trade, I just make streams. I was trading the whole fucking time, I was on CT 5 years ago." "If I was just claiming I was up, people would still say I'm a larp. I could have had the exact same P&Ls and everybody would have just said he's a larp. fomo and social trading have topped the larp economy. No one cares what you're posting on Twitter anymore, people care if you size into a coin. That's the actual signal now, and it's being democratized for everybody."